Built up a highly profitable multi-adviser & multi-licensee award winning business whilst we:

• Maintained consistent advice philosophies across all the advisers.

• Prioritised delivering maximum value to clients with a strong client value proposition.

• Utilised highly efficient processes with a focus on technology integration.

• Remained a highly compliant practice.

Sold a business at optimal value with valuable intellectual property so we understand:

• How to obtain the best value for your business.

• What is involved in the preparation process prior to selling.

• How to ensure the successful sale of your business and a smooth transition for everyone involved, especially clients.

Consulted to other businesses whilst being employed by an ASX 200 company to share our expertise in:

• Implementing consistent & documented processes that maximise efficiencies.

• Increasing client value proposition and ensuring consistent advice philosophies.

• Optimising businesses and assisting them with building out a robust business plan to meet their objectives.